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Todd Allen Lester

Investment Adviser Representative at Lester Financial Group, LLC

Champaign, ILCRD #2619323Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
31 yrs
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Todd Allen Lester is an investment adviser representative with Lester Financial Group, LLC in Champaign, IL, where they have been registered since 2022. They have worked in the securities industry since 1995 and have been registered with 4 firms, including Arbor Point Advisors and Securities America Advisors, Inc. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Illinois and Texas.

Office

301 N. Neil St., Suite 400
Champaign, IL 61820

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Illinois, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 8/24/1998
Series 63
Uniform Securities Agent State Law Examination
Passed 10/13/1995
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 2/25/1998
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 8/30/1995
Series 24
General Securities Principal Examination
Passed 12/30/2003

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Lester Financial Group, LLCCurrent
1/27/2022 – Champaign, IL
Arbor Point Advisors
8/5/2020 – 1/5/2023Mahomet, IL
Securities America Advisors, Inc.
3/24/2004 – 7/28/2021Mahomet, IL
Lincoln Financial Advisors Corporation
6/10/1998 – 3/10/2003Champaign, IL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Securities America, Inc.
    Feb 2004 – Jun 2024Champaign, IL
  2. Securities America Advisors, Inc.
    Mar 2004 – Jan 2022Champaign, IL
  3. Lester & Associates
    Aug 1995 – no end date reportedChampaign, IL
  4. Arbor Point Advisors
    Aug 2020 – Jan 2022Mahomet, IL
  5. Lester Financial Group, LLC
    Jan 2022 – no end date reportedMahomet, IL
  6. Osaic Wealth, Inc.
    Jun 2024 – no end date reportedMattoon, IL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Lester Financial Group, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Retirement planning and financial planning services, delivered through a no-cost, no obligation process that simplifies financial planning and helps clients reach their financial objectives.

Financial PlanningPortfolio Management for Individuals and Small Businesses
Firm areas of expertise
Retirement PlanningFinancial PlanningInvestment Advisory

Client types the firm serves

IndividualsHigh Net Worth

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
2
Offices listed on AdvisorFinder:
2
Main office:
Champaign, IL
SEC file number:
801-122944

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of February 27, 2026

View full firm profile

Other advisors at Lester Financial Group, LLC

1 other advisor in the directory

View Lester Financial Group, LLC firm profile

Similar advisors in Champaign, IL

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Todd Allen Lester has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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